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Innovator US Equity Power Buffer ETF March
PMAR

175 hedge funds and large institutions have $549M invested in Innovator US Equity Power Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

252% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 23

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

95% more capital invested

Capital invested by funds: $282M → $549M (+$268M)

35% more funds holding

Funds holding: 130 → 175 (+45)

4.47% more ownership

Funds ownership: 73.37% → 77.84% (+4.5%)

Holders
175
Holders Change
+45
Holders Change %
+34.62%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
53
Increased
81
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$44.1M
2
BCM
Brookstone Capital Management
Illinois
+$32.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$20.5M
4
PCS
Personal CFO Solutions
New Jersey
+$18.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$12.5M
2
WIA
World Investment Advisors
California
-$3.1M
3
GCP
Gill Capital Partners
Colorado
-$825K
4
OMC
Old Mission Capital
Illinois
-$704K
5
MHS
M Holdings Securities
Oregon
-$416K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$74.9M +$12.3M +340,393 +20%
AWM
2
AE Wealth Management
Kansas
$47.3M +$44.1M +1,220,508 +1,903%
BCM
3
Brookstone Capital Management
Illinois
$34.8M +$32.5M +900,285 +2,001%
PCM
4
Penserra Capital Management
California
$33.6M +$2.52M +69,855 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$30.2M +$20.5M +568,138 +226%
SEP
6
Southland Equity Partners
Missouri
$28.6M +$587K +16,240 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.2M +$12.9M +358,047 +146%
PCS
8
Personal CFO Solutions
New Jersey
$19M +$18.7M +516,789 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$10.7M +$10.1M +280,316 +2,610%
MCM
10
MAI Capital Management
Ohio
$9.32M +$5.98M +165,526 +189%
SWPG
11
Strategic Wealth Partners Group
Illinois
$8.54M +$6.14M +169,835 +273%
WMA
12
West Michigan Advisors
Michigan
$8.11M +$7.97M +220,417 New
KAS
13
Kestra Advisory Services
Texas
$8M +$3.26M +90,271 +71%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.9M +$1.88M +51,963 +38%
LNC
15
Lincoln National Corp
Pennsylvania
$6.21M +$1.73M +47,777 +40%
TC
16
TownSquare Capital
Utah
$5.81M +$2.72M +75,371 +91%
CAN
17
Cetera Advisor Networks
California
$5.76M +$791K +21,892 +16%
HighTower Advisors
18
HighTower Advisors
Illinois
$5.27M +$2.16M +59,725 +71%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.84M +$2.63M +72,772 +124%
ICG
20
InterOcean Capital Group
Tennessee
$4.77M +$1.01M +27,825 +27%
Truist Financial
21
Truist Financial
North Carolina
$4.45M +$2.54M +70,180 +138%
CA
22
CoreCap Advisors
Michigan
$4.42M +$1.09M +30,076 +33%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$4.4M +$197K +5,464 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.25M +$1.8M +49,834 +76%
CA
25
Cetera Advisors
Colorado
$4.17M +$2.27M +62,704 +124%
1
2 3 4 5

PMAR Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2024, worth a combined $549M — up 95% from $282M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PMAR positions and 7 closed out — a net gain of 46 holders — while 81 added to existing stakes and 23 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $44.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $12.5M sold.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2024, up from 130 in Q4 2023.
  • Funds reported $549M of Innovator US Equity Power Buffer ETF March stock for Q1 2024, up 95% quarter-over-quarter.
  • 53 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2024 and 7 closed out, a net change of +46 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2024 was AE Wealth Management, an estimated $44.1M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2024 was JP Morgan Chase, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2024.